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MosaicAI Genie – Unlock the Power of Agentic AI to Transform Your Fundraise

Engage Investors Seamlessly, Ensure Compliance Effortlessly, and Raise Capital Faster

AI-Powered Fundraising, from Start to Finish

1

Capture Investor Interest

AI-Generated Fundraising Microsites – Instantly transform offering materials into high-converting, investor-friendly portals with financial highlights, multimedia content, and key investment insights.

2

Maximize Engagement & Outreach

Automated Multi-Channel Investor Outreach – AI-driven email, social, and digital campaigns target the right investors at the right time—boosting visibility, engagement, and commitment.

3

Simplify Due Diligence & Accelerate Funding

AI-Powered Investor Onboarding – Investors interact with AI to review documents, conduct due diligence, verify eligibility (KYC/AML/Accreditation), and sign agreements—all within minutes.

4

Automate Post-Fundraising Investor Relations

Automated Investor Management & Reporting – Deliver ongoing investor support, automated tax document distribution, real-time Q&A, and performance reporting—without lifting a finger.

Meet the MosaicAI Genie Suite of AI Agents

Our specialized AI agents work together to streamline your fundraising process.

Marketing Mary

Marketing Mary

Transform static offering memorandums into dynamic investor experiences

Turn static offering memorandums into high-converting, AI-powered microsites with personalized content. Instantly create videos, podcasts, social posts, and email campaigns—all within minutes.

Private. Secure. Automated.

Diligent Dave

Diligent Dave

Investor due diligence, simplified with AI-powered Q&A

Empower investors to analyze documents in minutes using an AI-driven Q&A assistant trained on your offering materials. No hallucinations, no wasted time—just precise, human-verified answers.

Accurate. Efficient. Trusted.

Waterfall Walt

Waterfall Walt

Cap Table Distributions and Investor Reporting, Fully Automated

Manage share classes effortlessly, automate performance reports and distributions, and generate K-1s seamlessly. Stay compliant with an AI-powered cap table solution that scales with your fund.

Timely. Auditable. Hassle-Free.

Sample ROI of Fundraising with MosaicAI Genie

Scenario: Raising $2M Equity for a $10M Property

ROI Breakdown by Scenario

MosaicAI Genie: The Future of CRE Fundraising is Here